Put Your Mask on First! Prioritize the Financial Health of Your Business

By Lisa McCarthy

Lisa McCarthy is the Co-Founder and Chief Strategy Officer at Out of the Box Technology. She consults with thousands of accountants and business owners nationwide, developing solutions related to various Intuit products and services. She has been featured on Google and Intuit’s website for her participation in numerous podcasts, client case studies, and interviews, and she is continuously quoted in accounting journals and publications, including a cover story for Accounting Technology magazine. Lisa is a frequent guest speaker at national franchise, business, and accountant events. Lisa is Advanced Certified in QuickBooks Enterprise, QuickBooks Online, and QuickBooks Point of Sale. She is also a current member of Intuit’s QuickBooks Enterprise Advanced Product Council. Lisa is credited with authoring Intuit’s courses for the Certification of Professional Advisors, contributing articles to Intuit’s Professional Advisor Newsletter, writing a chapter of Intuit’s manual, “QuickBooks Resource Guide for Professional Advisors,” and the development of the Intuit endorsed “QuickBooks for Accountants” seminar. She is a member of the Intuit Accounting Professionals Trainer & Writer Network and was named Participant in the Accountant and Advisor Customer Council for Intuit Inc. Lisa attended Western Michigan University where she graduated Summa Cum Laude with a Bachelor of Business Administration in Finance. Additionally, she earned a degree in Mathematics from the University of Michigan, along with a Certification in Secondary Education. Formerly, Lisa was a founding member of Technology In A Box, a national consulting firm, and Accounting Resource, LLC of Michigan. Prior to that she worked as a Financial Analyst for EDS and Pepsi Co.